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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
1276
Pin Oak Investment Advisors
Texas
$58K +$14.4K +51 +32%
HMS
1277
Hanseatic Management Services
New Mexico
$57K -$17.5K -62 -23%
LGA
1278
Lebenthal Global Advisors
New York
$57K +$59.7K +212 New
BWL
1279
Bogart Wealth LLC
Virginia
$56K +$1.69K +6 +3%
LWA
1280
Lowe Wealth Advisors
Maryland
$55K – – –
TSW
1281
Thompson Siegel & Walmsley
Virginia
$55K – – –
AF
1282
Allworth Financial
California
$54K +$3.66K +13 +7%
KIG
1283
Kessler Investment Group
Indiana
$54K +$55.5K +197 New
BWM
1284
Birchcreek Wealth Management
Ohio
$54K +$56.3K +200 New
JFGIW
1285
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$53K -$177K -628 -77%
SL
1286
Savior LLC
Massachusetts
$52K – – –
TFO
1287
Tarbox Family Office
California
$52K – – –
IRAG
1288
Investment Research & Advisory Group
Georgia
$51K – – –
ICP
1289
Interchange Capital Partners
Pennsylvania
$51K +$53.2K +189 New
MAM
1290
McCarthy Asset Management
California
$50K +$51.5K +183 New
KTC
1291
Kistler-Tiffany Companies
Pennsylvania
$49K – – –
RWG
1292
Regal Wealth Group
California
$48K – – –
ONST
1293
Old North State Trust
North Carolina
$47K -$42.5K -151 -47%
PB
1294
Pinnacle Bancorp
Nebraska
$47K – – –
WEC
1295
Winslow Evans & Crocker
Massachusetts
$46K +$11K +39 +30%
AWM
1296
Accel Wealth Management
Iowa
$46K +$47.3K +168 New
GI
1297
Gradient Investments
Minnesota
$45K -$8.73K -31 -17%
APWM
1298
Atlas Private Wealth Management
New York
$45K – – –
WWM
1299
Wolff Wiese Magana
California
$45K +$46.7K +166 New
EI
1300
Ellevest Inc
New York
$42K -$3.1K -11 -7%
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